Spirit Snake Sets Sail | Resilient Growth, Renewed Value: How Baijiu Navigates Through Cycles

Published 2025년 8월 18일

Tridge summary

Core Insight: As the cold wave of the industry cycle intersects with the reshaping of the consumption pattern, the Chinese baijiu industry is undergoing a profound process of self-tempering. Although data reveals the reality of slowing revenue and profit growth rates and increasing differentiation, challenges such as fluctuations in the wholesale prices of high-end baijiu, pressure on channel inventory, and the dilemma of inverted prices coexist. However, the true backbone of the industry knows: the storms are not the end, but the starting point for the return of value and the reshaping of capabilities. At this moment, what we see is not the industry's decline, but the vigorous force of resilient growth and rekindled value.

Original content

As the cold wave of the industry cycle intersects with the reshaping of the consumption pattern, the Chinese baijiu industry is undergoing a profound self-tempering. Despite the data revealing the reality of slowing revenue and profit growth, increasing differentiation, challenges such as high-end baijiu price fluctuations, channel inventory pressure, and price inversion, the true backbone of the industry knows: the storm is not the end, but the starting point for the return of value and the reshaping of capabilities. At this moment, what we see is not the industry's decline, but the vigorous force of resilient growth and the rekindling of value. Visionaries: From adapting to the wind to defining the future The market will never pity the waiters, but will only reward the creators. When the traditional path is blocked, keen pioneers have quietly opened new avenues. We see the sub-sectors of low-degree, youth, and true vintage baijiu thriving, which is not accidental, but an ...
Source: Foodmate

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